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2025 Team strategic planning software template

Here’s a New Management Team Organizational Idea and Toolbox for the New Year. We designed it to get all of your people on the same page. We call it the “One-Page Manager”. It’s a hybrid Job Description + Executive Summary template. It’s much more than just “Goal Setting” — It’s a coordinated execution plan. Video demo.

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Investment Banker reviews Business Power Tools

A coordinated system of remarkably easy to use document and spreadsheet templates for organizing, financing, running, and someday selling your business. by Dr. Paul M. Wendee, DBA, MBA, CFP® Dear Burke, As you know, I’ve advised entrepreneurs growing businesses for more than 30 years. Their problems? How to handle the everyday challenges of organizing, planning,…

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3 Critical Ingredients Build Belief and Trust With Investors

There you are with a business idea of a lifetime and you’re in front of a room full of investors…   Although there are many of the usual things you must get right in your initial presentation to investors, here are my top 3 must-do’s to include. More and more investors these days are “Betting…

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Infographics for Entrepreneurs

Infographics for Entrepreneurs One of the things we recommend in our BizPlanBuilder business planning system is the use of infographics to illustrate market research. It’s a way of getting around those $3,000+ market research reports. Just search “infographic keyword keyword keyword” and you’ll get screen after screen of amazing content to use in your business…

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Revealing Risks in Your Business Plan?

It’s OK to Have Risks… Investors Expect Risks! We usually don’t want to talk about risks in our business because it diminishes our opportunity for raising capital, growing, or selling it. To build trust and maintain your credibility as a smart, flexible business executive, it’s better to acknowledge what can go wrong upfront and describe…